Michele Sheridan
Michele Sheridan is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in New Hartford, NY, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
555 French Rd, Building 2, New Hartford, NY, 13413
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michele assists the finance committee of The Women's Fund of Herkimer and Oneida Counties in developing an investment policy statement. This activity is investment-related and requires a few hours per week.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
M. Griffith Investment Services, INC.
M. Griffith Investment Services, INC.
M. Griffith Investment Services, INC.Broker
State Registrations24 states
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